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Toyo Co. announced that US Customs and Border Protection (CBP) has freed shipments of solar cells manufactured at its Ethiopian plant following a review of supply chain paperwork covering polysilicon and wafer origins.
The Japanese company did not disclose the quantity of shipments released, the timing, or the legal basis under which they were detained. In an SEC filing, Toyo stated that CBP issued detention notices on May 27 and May 28 covering two cell shipments of roughly 0.094 MW, worth $13,770, which the agency flagged as potentially tied to forced labor. Toyo has not confirmed whether these are the shipments that have now been released.
Toyo said it is seeking certification under CBP’s Customs Trade Partnership Against Terrorism initiative and has broadened the import compliance framework backing its US manufacturing site in Humble, Texas. CEO Takahiko Onozuka stated that customers require assurance about the origin of their solar products and that the company aims to deliver that confidence throughout its entire supply chain.
The US Department of Commerce launched a country-wide circumvention investigation on July 17 into solar cells and modules finished in Ethiopia with Chinese components. This followed a May petition from eight US manufacturers that named Toyo and Origin Solar Manufacturing. A preliminary ruling is expected within 150 days of the probe’s commencement, placing it around mid-December barring an extension. Toyo has rejected the claims, maintaining that its Ethiopian cells rely on polysilicon sourced from the United States and Malaysia.
Toyo runs 4 GW of tunnel oxide passivated contact (TOPCon) cell capacity in Hawassa, Ethiopia, and finished expanding its Humble module facility to 2 GW in October. The company intends to add a 1.5 GW heterojunction cell line at the Texas location, with pilot output slated for the first quarter of 2028.
CBP has in the past released held solar imports following supply chain assessments, including cells destined for Qcells Georgia plants in 2025. In a separate action, Commerce in September completed antidumping and countervailing duties on solar cells and modules from India, Indonesia and Laos, after producers in those countries emerged as significant suppliers to the US market in the wake of duties on Southeast Asian imports.
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